AI Solutions Architect for PE & Startups

Salesforce; New Boston (NH); On-site; USD 157,000 - 210,000; Full time

Job summary

Salesforce is seeking a Solution Engineer for the Private Equity & Startups Practice to guide PE firms, portfolio companies, and high-growth startups through multi-cloud Salesforce and Agentforce solutions that drive deal flow, portfolio operations, and revenue growth.

You will lead executive conversations, design tailored demos, and help define an AI-first operating model across portfolios, collaborating with operating partners, founders, CFOs, and CIOs to turn AI into measurable business value.

Qualifications

• Strong track record in technical pre-sales, solution engineering, or solution consulting for enterprise software, ideally with executive-facing engagements.
• Business acumen and financial fluency: you understand how PE firms create value, how startups scale, and how technology decisions affect EBITDA, growth, and valuation.
• Hands-on curiosity about generative and agentic AI, and the ability to explain clearly where AI agents create real business value and where they don’t.
• Confidence and credibility with senior investors, operators, and founders, and the ability to run complex, multi-stakeholder conversations on tight timelines.
• Strong storytelling, demo, and whiteboarding skills.
• Experience with Salesforce, CRM, data platforms, or AI solutions is a strong plus; experience in or alongside private equity, venture-backed companies, or financial services is highly valued.

Responsibilities

• Advise on agentic transformation. Serve as the primary technical and strategic advisor to PE firms and their portfolio companies for multi‑cloud Salesforce and Agentforce solutions.
• Lead executive conversations with Managing Directors, Operating Partners, founders, CFOs, and CIOs, tying AI and data strategy to investment theses and growth goals.
• Design and deliver tailored demos, prototypes, and proofs of concept showing AI agents working with people to automate sourcing and diligence workflows.
• Articulate how Salesforce accelerates revenue growth, efficiency, and exit readiness across portfolios.
• Partner with startups built for scale to grow from early go‑to‑market motions to enterprise‑grade operations.
• Collaborate with the PE & Startups Relationship Management team on account strategy and deal orchestration.
• Stay ahead with Agentforce, Data 360, Sales Cloud, Service Cloud, Revenue Cloud, Slack, Tableau, and MuleSoft, tracking AI governance in private markets.
• Co-create POV assets and reference architectures for PE & Startups personas, including AI-assisted due diligence and portfolio intelligence.
• Represent Salesforce at PE & Startups events and executive forums.
• Mentor SEs on PE & Startups narratives and AI-driven deal approaches.
• Keep learning with certifications and Salesforce innovations.
• Travel as needed to engage PE firm HQs, portfolio sites, and startup hubs across the US.

Skills

Pre-sales experience

Solution engineering

Solution consulting

Executive-facing communication

Storytelling & demos

Salesforce / CRM experience

Tools

Salesforce

Agentforce

Data 360

CRM tools

Job description

Salesforce is seeking a Solution Engineer for the Private Equity & Startups Practice to guide PE firms, portfolio companies, and high-growth startups through multi-cloud Salesforce and Agentforce solutions that drive deal flow, portfolio operations, and revenue growth.

You will lead executive conversations, design tailored demos, and help define an AI-first operating model across portfolios, collaborating with operating partners, founders, CFOs, and CIOs to turn AI into measurable business value.